Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,016 | $87,180+38.8% | $173,703-30.3% | $94,015+28.7% |
| Participation rate | 85.2% | 65.6%+19.6pp | 75.9%+9.3pp | 70.8%+14.4pp |
| Annual return | 9.87% | 14.17%-4.3pp | 17.46%-7.6pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,929 | $2,494-22.6% | $4,288-55.0% | $2,790-30.9% |
| Participant deferral / active EE | $3,822 | $3,343+14.4% | $4,854-21.3% | $4,249-10.0% |
| Admin fee / account holder | $8,595 | $7,506+14.5% | $15,562-44.8% | $8,951-4.0% |